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Disclosery

SPY STATE STR SPDR S&P 500 ETF T

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SHS (fund), issuer CIK 884394

4,145 managers (4,186 13F filers) reported a position in SPY shares at 2025-03-31, 566,046,546 shares in all. 163 filers opened a position and 188 filers sold out during the quarter.

Managers
4,145
13F filers
4,186
New
163
Added
1,617
Reduced
1,838
Sold out
188
Shares held by filers
566,046,546

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AlphaStar Capital Management, LLC13,722$7.68M0.77%-42513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC13,671$7.65M6.17%013F-HRTimeline
CLEAR STREET LLC13,662$7.64M0.15%new13F-HRTimeline
CVFG LLC13,653$7.64M6.95%+19013F-HRTimeline
Ignite Planners, LLC13,669$7.63M1.49%-5313F-HRTimeline
Frisco Financial Planning LLC13,630$7.62M7.39%+30313F-HRTimeline
Tandem Investment Partners LLC13,630$7.62M7.53%-11,36913F-HRTimeline
MGB Wealth Management, LLC13,642$7.61M2.75%+1,44913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC13,597$7.61M0.31%-50513F-HRTimeline
FAS Wealth Partners, Inc.13,519$7.56M0.62%+45013F-HRTimeline
Clare Market Investments LLC13,505$7.55M1.99%+2,18213F-HRTimeline
COZAD ASSET MANAGEMENT INC13,484$7.54M0.75%-9313F-HRTimeline
Etesian Wealth Advisors, Inc.13,443$7.52M3.24%+9313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC13,433$7.51M3.12%+5313F-HRTimeline
Venturi Wealth Management, LLC13,424$7.51M0.39%-9,36613F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA13,410$7.5M1.1%013F-HRTimeline
Cyndeo Wealth Partners, LLC13,404$7.5M0.49%+57113F-HRTimeline
Brightwater Advisory LLC13,403$7.5M5.93%-30313F-HR/ATimeline
BLUEFIN CAPITAL MANAGEMENT, LLC13,400$7.5M6.02%13F-HRTimeline
FWG Holdings, LLC13,514$7.49M3.69%-5613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,375$7.48M0.73%+35013F-HRTimeline
Genesee Capital Advisors, LLC13,349$7.47M3.73%+1,50513F-HRTimeline
TRUST CO OF VERMONT13,334$7.46M0.37%+1,05213F-HRTimeline
Aspen Wealth Management LLC13,331$7.46M2.11%+2,79913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,323$7.45M0.59%+36813F-HRTimeline
Washington Trust Advisors, Inc.13,311$7.45M0.66%-94013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,223$7.4M2%-13813F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,578$7.37M2.4%+5,39213F-HRTimeline
Sitrin Capital Management LLC13,079$7.34M3.96%+35013F-HRTimeline
Savoie Capital LLC12,503$7.33M0.87%013F-HRTimeline
Impact Partnership Wealth, LLC13,091$7.32M1.56%+3,32713F-HRTimeline
IMC-Chicago, LLC13,040$7.29M0.28%-363,64213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…13,029$7.29M2.23%-9213F-HRTimeline
WORLD EQUITY GROUP, INC.13,020$7.28M2.08%-13,07013F-HRTimeline
First City Capital Management, Inc.12,985$7.26M4.36%-4613F-HRTimeline
FIRST AMERICAN TRUST, FSB12,939$7.24M0.67%+1,82013F-HRTimeline
Sequent Asset Management, LLC12,881$7.21M4.01%+6,26413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12,843$7.18M0.23%013F-HRTimelineGroup
RFG Advisory, LLC12,832$7.18M0.19%-5,30113F-HRTimeline
Woodline Partners LP12,790$7.15M0.05%new13F-HRTimeline
Sabal Trust CO12,725$7.12M0.4%+1,01513F-HRTimeline
Apella Capital, LLC12,967$7.11M0.24%-31413F-HRTimeline
Capital Investment Advisory Services, L…12,690$7.1M0.63%+11013F-HRTimeline
Oxinas Partners, LLC12,686$7.1M4.19%-1,26813F-HRTimeline
Veracity Capital LLC12,672$7.09M2.78%-31813F-HRTimeline
Madrid Financial Services12,651$7.08M5.15%-67713F-HRTimeline
Glassman Wealth Services12,593$7.04M1.18%-513F-HRTimeline
Corundum Group, Inc.12,573$7.03M3.37%-11,33813F-HRTimeline
Patten Group, Inc.12,521$7M1.6%-32113F-HRTimeline
SCOGGIN MANAGEMENT LPin group SCOGGIN MANAGEMENT LP12,500$6.99M3.46%new13F-HRTimelineGroup
Bank of New Hampshire12,492$6.99M1.83%+1,18113F-HRTimeline
NOVUS ADVISORS, LLC12,475$6.98M7.04%-2,37613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,466$6.97M0.54%+1,31213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…12,442$6.96M0.73%+38913F-HRTimelineGroup
Certified Advisory Corp12,387$6.93M0.78%+20613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC12,342$6.9M4.29%+1,88713F-HRTimeline
International Private Wealth Advisors L…12,337$6.9M6.61%-1,45513F-HRTimeline
Cypress Wealth Services, LLC12,310$6.89M1.4%-1313F-HRTimeline
Ameliora Wealth Management Ltd.12,305$6.88M2.59%-2,39313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC12,289$6.87M0.01%-22,68513F-HRTimeline
Cliffwater LLC12,204$6.83M1.78%013F-HRTimeline
DBK Financial Counsel, LLC12,202$6.83M6.84%-13713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,157$6.8M0.16%-70113F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.12,121$6.78M0.55%+62713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT12,102$6.77M0.45%+1513F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC12,098$6.77M1.4%-2,73813F-HRTimeline
FreeGulliver LLC12,073$6.75M3.42%+1,35913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,068$6.75M2.66%-1,46513F-HRTimeline
Aspire Capital Advisors LLC12,063$6.75M2.01%-1,00713F-HRTimeline
Sage Capital Management, LLC12,057$6.74M3.66%-63313F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…12,000$6.71M0.31%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC11,992$6.71M0.9%-48813F-HRTimeline
Oliver Luxxe Assets LLC11,989$6.71M1.25%-58413F-HRTimeline
KFA Private Wealth Group, LLC11,985$6.7M2.35%+5,48313F-HRTimeline
Krilogy Financial LLC11,944$6.68M0.43%-67513F-HRTimeline
WEST BANCORPORATION INC11,922$6.67M4.53%013F-HRTimeline
Topsail Wealth Management, LLC11,911$6.66M1.36%+5,26313F-HRTimeline
Rockingstone Advisors LLC11,880$6.65M2.99%-3413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC11,812$6.61M0.23%+3,67413F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …11,806$6.6M1.35%-2313F-HRTimeline
Covenant Asset Management, LLC11,781$6.59M1.66%+69213F-HRTimeline
Motiv8 Investments LLC11,778$6.59M4.37%-74713F-HRTimeline
Rehmann Capital Advisory Group11,765$6.58M0.41%-20113F-HRTimeline
Gratus Wealth Advisors, LLC11,758$6.58M1.08%+4513F-HRTimeline
Visualize Group LP11,750$6.57M2.16%-3,25013F-HR/ATimeline
MERITAGE PORTFOLIO MANAGEMENT11,740$6.57M0.44%-1,17513F-HRTimeline
Ellenbecker Investment Group11,727$6.56M1.18%-3,26813F-HRTimeline
New Age Alpha Advisors, LLC11,726$6.56M0.29%+10,31413F-HRTimeline
Leo Wealth, LLC11,702$6.55M0.94%-89813F-HRTimeline
Clear Creek Financial Management, LLC11,698$6.55M0.68%-2,11513F-HRTimeline
Port Capital LLC11,687$6.54M0.3%-75213F-HRTimeline
INVENIO WEALTH PARTNERS LLC11,679$6.53M2.74%-13013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding11,640$6.53M+852Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,662$6.52M1.11%-81913F-HRTimeline
Vishria Bird Financial Group, LLC11,603$6.49M2.21%-34913F-HRTimeline
MassMutual Private Wealth & Trust, FSB11,579$6.48M0.19%-26,78713F-HRTimeline
Truepoint, Inc.11,570$6.47M0.18%-44713F-HRTimeline
Bragg Financial Advisors, Inc11,553$6.46M0.27%+18113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,530$6.45M0.24%+43813F-HRTimelineGroup
Michels Family Financial, LLC11,520$6.44M5.83%+81313F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding12,796$6.43M+2,466Timeline
Cornerstone Advisors, LLC11,500$6.43M0.28%013F-HRTimeline
Providence First Trust Co11,486$6.42M2.61%+36113F-HRTimeline
Cassaday & Co Wealth Management LLC11,445$6.4M0.18%+1913F-HRTimeline
HBK Sorce Advisory LLC11,441$6.4M0.19%-58813F-HRTimeline
Diversified Enterprises, LLC11,398$6.38M0.54%-4,20113F-HRTimeline
Fisher Asset Management, LLC11,362$6.36M<0.01%+33413F-HRTimeline
Audent Global Asset Management, LLC11,354$6.35M5.24%-4,19813F-HRTimeline
Key Client Fiduciary Advisors, LLC11,331$6.34M2.92%+57013F-HRTimeline
Brooklyn Investment Group11,329$6.34M1.37%+1,87813F-HRTimeline
Iowa State Bank11,326$6.34M1.35%-1,82613F-HRTimeline
Iron Gate Global Advisors LLC11,292$6.33M0.87%+2,97513F-HR/ATimeline
Encompass More Asset Management11,322$6.33M1.89%new13F-HRTimeline
Marcum Wealth, LLC11,296$6.32M0.55%-3,65413F-HRTimeline
Pallas Capital Advisors LLC11,285$6.31M0.26%-44613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC11,275$6.31M2.16%+80513F-HRTimeline
NWF Advisory Services Inc.11,276$6.31M0.89%+29213F-HRTimeline
Legacy PCG, LLC11,274$6.31M4.45%-21713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.10,910$6.3M0.03%new13F-HRTimelineGroup
Redwood Park Advisors LLC11,269$6.3M5.29%+40213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,266$6.3M1.48%+15613F-HRTimeline
Logan Stone Capital, LLC11,263$6.3M2.94%+9,22813F-HRTimeline
Amplius Wealth Advisors, LLC11,250$6.29M0.65%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,227$6.28M0.57%-15013F-HRTimelineGroup
WealthShield Partners, LLC11,197$6.27M0.81%+6,11913F-HRTimeline
Leverty Financial Group, LLC11,187$6.26M2.56%+14013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC11,181$6.25M0.81%-1,08013F-HRTimeline
Perennial Advisors, LLC11,164$6.25M1.25%+98513F-HRTimeline
Elyxium Wealth, LLC11,162$6.24M2.77%+1,33513F-HRTimeline
Alta Wealth Advisors LLC11,138$6.23M2.86%-46813F-HRTimeline
Grey Ledge Advisors, LLC11,129$6.23M1.64%-62113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…11,106$6.21M1.13%-5813F-HRTimelineGroup
NOVEM GROUP11,100$6.21M0.88%-31113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC11,086$6.2M1.65%-4,97713F-HRTimeline
Guardian Partners Inc.11,582$6.2M0.64%-1213F-HRTimeline
Ausdal Financial Partners, Inc.11,085$6.2M0.47%+1,97113F-HRTimeline
Guidance Point Advisors, LLC11,075$6.19M1.76%-16513F-HRTimeline
Autumn Glory Partners, LLC11,014$6.16M3.06%-2,39013F-HRTimeline
Annex Advisory Services, LLC10,999$6.15M0.17%-1,20413F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …10,985$6.14M0.21%013F-HRTimelineGroup
M.D. Sass, LLC10,980$6.14M0.54%+76013F-HRTimeline
Smithfield Trust Co10,969$6.14M0.31%-6913F-HRTimeline
Shoker Investment Counsel, Inc.10,936$6.12M2.07%-14313F-HRTimeline
SageView Advisory Group, LLC10,908$6.1M0.26%+2513F-HRTimeline
Headlands Technologies LLC10,904$6.1M0.7%-66,51513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,895$6.09M3.01%-1,32113F-HRTimeline
Well Done, LLC10,382$6.08M1.1%+26713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC10,870$6.08M0.11%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…10,943$6.08M2.74%+18313F-HRTimeline
BURNS J W & CO INC/NY10,853$6.07M0.79%-21513F-HRTimeline
Sierra Capital LLC10,838$6.06M0.73%-83213F-HRTimeline
High Net Worth Advisory Group LLC10,804$6.04M1.71%-213F-HRTimeline
Trivium Point Advisory, LLC10,797$6.04M0.75%+52213F-HRTimeline
One Day In July LLC10,792$6.04M0.6%+36613F-HRTimeline
GeoWealth Management, LLC10,787$6.03M0.24%-28,13313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…11,269$6.03M0.06%-7313F-HRTimeline
Armbruster Capital Management, Inc.10,764$6.02M1.2%-8913F-HRTimeline
SUMMIT SECURITIES GROUP LLC10,755$6.02M4.17%-59,56513F-HRTimeline
OmniStar Financial Group, Inc.10,680$6.01M4.74%-47213F-HRTimeline
PEOPLES BANK /OH10,742$6.01M3.94%-60513F-HRTimeline
Trust Co of the South10,732$6M1.25%-20,62013F-HRTimeline
Stairway Partners, LLC10,725$6M0.37%-6013F-HRTimeline
Fire Capital Management LLC10,721$6M4.41%+1,12113F-HRTimeline
Destiny Wealth Partners, LLC10,687$5.98M0.95%-1,00813F-HRTimeline
JFG Wealth Management, LLC10,675$5.97M1.36%-5213F-HRTimeline
INSPIRE TRUST CO, N.A.10,665$5.97M1.42%-14,72913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,656$5.96M0.6%+54113F-HR/ATimeline
Oder Investment Management, LLC10,614$5.94M5.04%-16313F-HRTimeline
Graham Capital Management, L.P.10,600$5.93M0.19%new13F-HRTimeline
New Republic Capital, LLC10,572$5.91M2.56%-81213F-HRTimeline
Wick Capital Partners, LLC10,572$5.91M1.77%+29513F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding10,567$5.91M-111Timeline
Millington Financial Advisors, LLC11,038$5.89M3.62%-11113F-HRTimeline
TruNorth Capital Management, LLC10,534$5.89M1.46%+5,67013F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,520$5.88M0.88%new13F-HRTimeline
Drexel Morgan & Co.10,436$5.84M1.23%+5013F-HRTimeline
Polymer Capital Management (HK) LTD10,429$5.83M1.01%-5,65013F-HRTimeline
My Personal CFO, LLC10,391$5.81M2.93%+48313F-HRTimeline
HILLMAN CO10,371$5.8M2.19%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Capital Management10,349$5.79M3.75%+113F-HRTimeline
Asset Dedication, LLC10,346$5.79M0.47%-16313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,308$5.77M0.87%+52313F-HRTimeline
SAXON INTERESTS, INC.10,306$5.77M2.7%+4,31913F-HRTimeline
HOWE & RUSLING INC10,284$5.75M0.48%-1,49313F-HRTimeline
INVESTMENT HOUSE LLC10,281$5.75M0.33%new13F-HRTimeline
Solano Wealth Investment Advisors LLC10,245$5.73M3.55%-59513F-HRTimeline
Litman Gregory Wealth Management LLC10,221$5.72M0.49%+86913F-HRTimeline
Novak & Powell Financial Services, Inc.10,183$5.7M3.54%+34113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,145$5.67M0.37%+67613F-HRTimeline
GQG Partners LLC10,143$5.67M0.01%-56,66313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC10,130$5.67M5.3%+2613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,130$5.67M0.01%+5,95613F-HRTimelineGroup
Latitude Advisors, LLC10,117$5.66M3.29%-85413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC10,101$5.65M1.1%-2313F-HRTimeline
Second Half Financial Partners, LLC10,094$5.65M2.8%+2,69413F-HRTimeline
Parcion Private Wealth LLC10,079$5.64M0.46%-2,84613F-HRTimeline
Crews Bank & Trust10,073$5.63M0.96%-8313F-HRTimeline
CMG Global Holdings, LLC10,306$5.63M3.67%-3,31713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,000$5.61M0.9%013F-HRTimelineGroup
Petros Family Wealth, LLC10,019$5.6M6.21%-23413F-HRTimeline